Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Michael Kitces to discuss: 👉 The 4 main factors driving advisor productivity. SPOILER ALERT: Not one of them is TECHNOLOGY!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Michael Kitces to discuss: 👉 The 4 main factors driving advisor productivity. SPOILER ALERT: Not one of them is TECHNOLOGY!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Colonel Nicole Malachowski, Nicole Malachowski & Associates to discuss: 👉 What a retired F-15 fighter pilot tells advisors about preparing to goRIA.
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with David Haughton, Senior Corporate Counsel, Wealth.com to discuss: 👉 What’s new in #EstateTech? Lots!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Jeffrey Levine, Chief Planning Officer, Focus Partners Wealth to discuss: 👉 Can going RIA reduce your tax bill?
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mira Ma, Founder & Principal, Marim Wealth Planning to discuss: 👉 Breakaway Success Story!!!
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Mark Gilbert, Founder & CEO, Zocks to discuss: 👉 AI is not only taking notes for advisors… it can now even respond to your client emails….
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Cameo Roberson, Founder + CEO, Atlas Park Consulting to discuss: 👉 What do advisors need to know BEFORE going RIA? Cameo literally wrote the book and shares the highlights…
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Carolyn McClanahan, Founder, Life Planning Partners to discuss: 👉 Do clients even care about performance?
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Jessi Chadd, Partner & Chief Wealth Partners, Aspyre to discuss: 👉 Taking care of YOU during your transition to the RIA space
Chuck’s recording LIVE at the FPA NorCal Conference in San Francisco. In this segment, Chuck catches up with Craig Kirkpatrick, Co-Founder, Optimal AdvisorAI to discuss: 👉 How to build a better prompt – how advisors can get the most out of AI
